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711
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(136)
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78
12
(150)
(100)
(50)
-
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100
150
KENVUE BAYER AG SANOFI PRIVATE LABEL HALEON
4W 13W 52W
Source: NielsenIQ, J.P. Morgan
Figure 99: Allergy - U.S. Volume Share
For Periods Ending 5/06/23, YOY (bps)
(64)
16
(30)
85
33
(53)
(15)
(30)
109
31
(63)
(30) (28)
68
13
(80)
(60)
(40)
(20)
-
20
40
60
80
100
120
KENVUE BAYER AG SANOFI PRIVATE LABEL HALEON
4W 13W 52W
Source: NielsenIQ, J.P. Morgan
This document is being provided for the exclusive use of DAVID WANG at MARLOWE PARTNERS LP.
65
Andrea Teixeira, CFA AC
(1-212) 622-6735
andrea.f.teixeira@jpmorgan.com
North America Equity Research
29 May 2023 J P M O R G A N
Cough & Cold. In the cold, cough (and allergy) remedies category as per Euromonitor
data globally, KVUE leads with market share of 7.3% followed by Haleon (6.7%) and
Reckitt (5.7%). We note here KVUE􀋖s global brands including Sudafed (0.7%) and
Benylin (0.6%) market share compared to competitors including Vicks (4.7%, owned by
OW-rated Procter & Gamble), Halls (3.4%, owned by Mondelez International) and
Mucinex (2.5%, owned by Reckitt), among others.
Figure 100: Cold & Cough Global Market Share by Company
6.7%
7.3%
7.5%
6.7%
5.1%
4.6% 5.7%
4.5% 5.0%
4.6% 4.6%
4.5%
3.6%
3.5%
0.0%
1.0%
2.0%
3.0%
4.0%
5.0%
6.0%
7.0%
8.0%
2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Kenvue Haleon Reckitt Procter & Gamble Bayer Sanofi Mondelez
Source: Euromonitor, J.P. Morgan
This document is being provided for the exclusive use of DAVID WANG at MARLOWE PARTNERS LP.
66
Andrea Teixeira, CFA AC
(1-212) 622-6735
andrea.f.teixeira@jpmorgan.com
North America Equity Research
29 May 2023 J P M O R G A N
Figure 101: Cold & Cough Global Market Share by Brands
4.7%
3.4%
2.5%
1.6%
0.7%
1.5%
1.0%